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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,359 | $198,462-84.7% | $170,439-82.2% | $147,585-79.4% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 19.47% | 257.30%-237.8pp | 205.94%-186.5pp | 578.58%-559.1pp |
| Employer contribution / active EE | $896 | $6,184-85.5% | $5,433-83.5% | $4,876-81.6% |
| Participant deferral / active EE | $2,080 | $5,629-63.1% | $4,939-57.9% | $5,439-61.8% |
| Admin fee / account holder | $250 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |